Institutional Ownership Appfolio Inc (APPF)
This table provides information about the institutional ownership of Appfolio Inc (APPF). We have compiled data on the 406 institutions that hold shares in the stock, with a total of 18.6 Million shares, which have been reported (via 13F filing form) to have a value of $4.35 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nisa Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
551
shares
|
$126,741
0.0% of portfolio
|
Q3 2024
Reduced 20.14%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
541
shares
|
$124,440
0.02% of portfolio
|
Q3 2024
Added 2154.17%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
483
shares
|
$111,099
0.0% of portfolio
|
Q3 2024
Reduced 94.41%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
467
shares
|
$107,419
0.01% of portfolio
|
Q1 2024
Reduced 15.4%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
412
shares
|
$94,768
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 08, 2024 Q3 2024 |
390
shares
|
$89,707
0.0% of portfolio
|
Q3 2024
Added 56.63%
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
336
shares
|
$77,286
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2024 Q3 2024 |
315
shares
|
$72,456
0.05% of portfolio
|
Q3 2024
Reduced 7.08%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
278
shares
|
$63,945
0.0% of portfolio
|
Q2 2024
Reduced 6.71%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
237
shares
|
$54,514
0.0% of portfolio
|
Q3 2024
Reduced 84.28%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
222
shares
|
$51,064
0.0% of portfolio
|
Q3 2024
Added 4.23%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
199
shares
|
$45,773
0.0% of portfolio
|
Q3 2024
Added 5.85%
|
|
|
Mizuho Bank, Ltd.
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
190
shares
|
$43,703
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
164
shares
|
$37,723
0.0% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
157
shares
|
$36,113
0.0% of portfolio
|
Q3 2024
Added 19.85%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
154
shares
|
$35,423
0.0% of portfolio
|
Q3 2024
Added 1440.0%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
134
shares
|
$30,822
0.0% of portfolio
|
Q2 2024
Reduced 1.47%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
117
shares
|
$26,912
0.0% of portfolio
|
Q3 2024
Added 85.71%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
103
shares
|
$23,692
0.0% of portfolio
|
Q3 2024
Added 22.62%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
101
shares
|
$23,232
0.0% of portfolio
|
Q3 2024
Added 12.22%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
100
shares
|
$23,002
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
87
shares
|
$20,011
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Nov 05, 2024 Q3 2024 |
86
shares
|
$19,781
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
84
shares
|
$19,321
0.0% of portfolio
|
Q3 2024
Added 236.0%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
75
shares
|
$17,251
0.0% of portfolio
|
Q3 2024
Reduced 13.79%
|